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Southern Company shares owned by Spurstone Advisory Services

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Spurstone Advisory Services from 13F filings

Historical chart of Spurstone Advisory Services investment in Southern Company

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All positions including Southern Company held by Spurstone Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 244 94.77
2025-06-30 $22k 244 91.83
2025-03-31 $22k 244 91.95

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View all positions for Spurstone Advisory Services

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Lombard Odier Asset Management
Franklin Resources
Northern Trust
Royal Bank of Canada
Ameriprise Financial
Legal & General Group

View all funds holding Southern Company